OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.26B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$53.1M
3
+$49.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$45.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$40.2M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$17.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 4.14%
3 Financials 2.57%
4 Industrials 2.13%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$382K 0.01%
34,072
+451
702
$381K 0.01%
14,000
+3,000
703
$380K 0.01%
5,686
+182
704
$378K 0.01%
12,731
-9
705
$367K 0.01%
+10,938
706
$367K 0.01%
4,000
707
$366K 0.01%
+3,701
708
$364K 0.01%
7,606
+21
709
$363K 0.01%
10,227
+454
710
$361K 0.01%
+59,603
711
$361K 0.01%
2,633
+632
712
$360K 0.01%
1,882
+126
713
$360K 0.01%
1,763
+228
714
$360K 0.01%
19,691
+5,719
715
$357K 0.01%
25,127
+907
716
$357K 0.01%
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717
$356K 0.01%
2,346
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718
$356K 0.01%
16,322
-6,838
719
$353K 0.01%
8,940
+368
720
$352K 0.01%
2,314
+7
721
$352K 0.01%
61,234
722
$352K 0.01%
6,390
+335
723
$352K 0.01%
+7,577
724
$350K 0.01%
12,330
+344
725
$348K 0.01%
15,175
+1,525
27 28
29
30 31